At a Glance
- Tasks: Support our Wealth team by managing client assets and delivering exceptional service.
- Company: Join Cooper Parry Wealth, a bold and innovative wealth management firm.
- Benefits: Flexible work options, career growth support, generous holiday entitlement, and a vibrant culture.
- Other info: Enjoy a supportive environment with opportunities for personal and professional development.
- Why this job: Be part of a dynamic team that’s redefining wealth management and making a real impact.
- Qualifications: Experience in financial planning administration and a passion for client satisfaction.
The predicted salary is between 38250 - 46750 £ per year.
About the role... Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career within the industry? Do you love working collaboratively and have found a passion for Wealth Management? This year marked an exciting milestone as our Wealth team expanded into Scotland. We're now recruiting for our first Financial Planning Administrator to join the team and support its continued growth and success.
About the day to day… Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed. You will get stuck into:
- Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
- Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
- Building strong relationships through regular client interaction, from day‑to‑day communication to meeting support.
- Assisting with the onboarding of new clients and ensuring our existing clients continue to receive seamless, high‑quality service.
- Helping the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
- Spotting opportunities to improve how we work, sharing great ideas, and getting involved in implementing positive change.
- Contributing to an outstanding client experience while providing reliable, proactive support to colleagues.
- Being part of a growing, ambitious business that embraces new technology — and getting hands‑on with modern tools and smarter ways of working to make everything we do better.
Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.
About you... As the next Financial Planning Administrator, you will work well under pressure in a fast-paced environment whilst managing a varied workload, utilising well-developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team. This is an important role that sits in the heart of our team so to really pull it off you need:
- A passion for financial planning with proven experience working in administration for a Financial Planning firm.
- Be working towards the Diploma in Regulated Financial Planning (desirable).
- Ability to listen and ask great questions.
- Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback.
- Client-Centric, always prioritising the needs and satisfaction of the client.
- Ability to anticipate client needs and address them without being prompted.
- Solution based outlook to come up with ways to progress and resolve client requests.
- Work well with internal teams to meet client expectations and build strong internal bonds.
- Quickly adjust to changes in client requirements or internal processes.
We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.
About us... At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective. That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.
Check out our recent achievements:
- New Model Advisors Top 100 firm in the UK.
- Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow.
- No. 30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience.
What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like:
- A flexible approach to work - balancing working from home, in office or with clients.
- Support with career growth and qualifications.
- A generous holiday entitlement.
- An enhanced parental leave policy.
- An enhanced pension scheme.
- No dress code– just “wear something!”
- A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health.
- Volunteering opportunities to work closer with local communities and charities.
- Cooper Parry social/sports clubs.
Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
Wealth Administrator in Edinburgh employer: Cooper Parry
Cooper Parry is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of London. With a strong focus on employee growth, you will have access to continuous professional development opportunities while working alongside a talented team dedicated to delivering high-impact results for prestigious clients. The flexibility offered in this role allows for a balanced work-life integration, making it an ideal environment for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator in Edinburgh
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Cooper Parry. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Cooper Parry.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Cooper Parry. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Wealth Administrator in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Cooper Parry and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Cooper Parry how you can be a team player!
How to prepare for a job interview at Cooper Parry
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Cooper Parry.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Cooper Parry's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
